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Noble 2025 Earnings & Transocean x Valaris Merger
An Update on Offshore Energy Services
Feb 12
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The Daily Compounder
4
1
Management Call Series Ep.4
A Conversation with Silver Ring Value Partners CIO
Feb 10
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The Daily Compounder
1
1
1:01:10
Olin Corporation Q4 2025 / Full Year Results
Value First Continues to Boost Profitability
Feb 6
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The Daily Compounder
5
Management Call Series Ep. 3
A Conversation with American Coastal CEO & CFO
Feb 6
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The Daily Compounder
5
58:59
Arcelor Mittal Thesis Update
Updating our original 7/16/2025 thesis
Feb 3
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The Daily Compounder
3
January 2026
Market Musings
2025 in Review, Portfolio Update, Themes for 2026 and Beyond
Jan 29
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The Daily Compounder
6
American Coastal Insurance Thesis (ACIC)
Recapitalized Insurance Firm Poised for Growth
Jan 22
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The Daily Compounder
9
Management Call Series Ep. 2
A Conversation with Tidewater CEO & Senior VP
Jan 16
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The Daily Compounder
15
1:02:40
Management Call Series Ep. 1
A Conversation with Navigator Gas CEO & EVP
Jan 14
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The Daily Compounder
9
46:11
Sable Offshore Update
Geck Ex Parte Decision, The California Coastal Commission Letter, and Attorney General Bonta's Response
Jan 8
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The Daily Compounder
8
4
Maduro's Removal & The Venezuelan Oil Industry
A Sober Analysis of Nicolas Maduro's Removal, What it Means for World Oil, + a Case Study from 2003 in Iraq
Jan 6
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The Daily Compounder
6
December 2025
Sable Offshore Seeks & Wins Federal Support via PHMSA
Sables Pipeline Gets a Second Wind from PHMSA Determination
Dec 18, 2025
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The Daily Compounder
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11
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